Complete Overview of Wise Agent [Best Real Estate CRM 2018] · Best Real Estate CRM 2018 [Complete...

Complete Overview of Wise Agent [Best Real Estate CRM 2018]

Wise Agent CRM helps Realtors makemore Money, and save Time byautomating their leads, responses,appointments, and transactions.

Wise Agent was founded in 2002 with amission dedicated to innovating anddeveloping the best CRM in the real estateindustry, backed up with amazing customersupport to give our members one platform torun and organize every aspect of their business.

We value building deep, long-lasting partner relationships to integrate other technologies intoour real estate sales CRM system.

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Best Real Estate CRM 2018 [Complete Overview] Wise Agent CRM

We strive to continually enhance our platform and increase the productivity of our customers.

We do it all from an uplifting and productive work environment, that allows our employees tolearn and grow daily.

We designed Wise Agent to be very easyfor anyone to use, so don’t getoverwhelmed. It will be easier than youthink once you get started.

Before you jump in and start training, it is agood idea to see an overview of the entireprogram so that you have an idea of what toexpect and better decide your personalizedtraining path.

The intent of this article is not to train you onhow to use your new real estate clientmanagement system, but more of a synopsis so that you will know what features are available.

Then, you can implement them into your business, and find what sets our tools apart from theothers. Wise Agent is very proud to be chosen as the best CRM software for real estate agents2017, winning the Battle of the CRM’s (hosted by BombBomb), according to agent votes.

The core function of a CRM is ContactManagement and just like your businessrevolves around your contacts, Wise Agentwas built to revolve around our extremelypowerful real estate contact managementsoftware system.

Contact Management

https://bombbomb.com/


We give you the ability to segment yourdatabase by Source (where you found theclient) and as many Categories as youneed.

You can track and search all the basic fieldsthat you can on every other CRM, but in Wise Agent you also have the option to use manyunique fields such as rank, status, additional addresses, spouse info, childrens’ birthdays, andeven pets’ names.

We understand in real estate if you go to a listing appointment and know your clients’ favoritedog’s name, it gives you a much higher chance of building a lasting relationship and winningthe listing.

Follow up like a boss using our realestate lead management system!

Wise Agent Lead Management System hasbeen turning many heads and getting a lot ofattention as more real estate agents andoffices realize how powerful of a feature ithas become.

At the same time, it remains very simple toset up and easy to use. While many real

Lead Management

http://blog.thewiseagent.com/wise-agent-crm-releases-powerful-new-lead-management-system

http://blog.thewiseagent.com/wise-agent-crm-releases-powerful-new-lead-management-system


estate lead management systems are set up to launch auto-replies and drip campaigns, mostare very limited in choices.

Wise Agent Lead Management System is customizable and makes it possible to split or A/Btest. You are also able to set up different rules for different lead sources.

Each lead from a certain lead source can launch a unique real estate drip campaign designedspecifically for that source.

The new leads can automatically be addedto the daily Call List, which is another hitfeature we will discuss here.

You are also able to pre-categorize all ofyour incoming leads. For instance, if you aretargeting buyers in a certain ad, all the leadsproduced from that ad can automatically beput under the category of “buyers”.

As soon as a new real estate lead comesin, you can have it set to fire off animmediate email that uses the lead'sname and source in the email.

You can even include a Youtube video that was made specifically for the lead source! If youlike using video, you will be happy to know we have also built in a robust integration withBombBomb, allowing you to send immediate BombBomb videos to your new leads.

Emails and phone calls are still a must in today's lead conversion process, but the number onetactic Wise Agent members have been using to convert more leads is the implementation ofour Wise Text feature.

Each new lead can receive a personalized SMS text message that uses the lead nameand source name in the text message. Wise Text is an extremely powerful real estatemarketing and conversion tool as we are currently seeing a 100% open rate and manyreplies almost immediately.


The Wise Agent Lead Management Systemcan also easily be set up to notify you and asmany of your team members as needed viasms text and/or email once that new leadcomes in.

Brokers and team leaders who aregenerating large amounts of leads love WiseAgent’s simple lead distribution system thatallows the lead to be distributed several, or a combination of, ways - day of the week, zip code,price range, round-robin, or even via a “claim a lead” option where the first team member in canclaim any unclaimed leads.

Wise Agent Lead Management software also includes several different lead reports that can begenerated to show what sources leads are coming from, status and rank of leads, and howmany leads were assigned to team members.

When discussing lead management forRealtors, the next question that usuallycomes up is: “where are real estate leadsfor Realtors coming from and how do Iget those leads into my CRM?”

Today there are over a hundred differentcompanies in the real estate industry thatfocus on generating leads and selling thoseleads to Realtors.

Internet leads are coming from large-brand, well known companies like Realtor.com and Zillow,as well as companies like Listings to Leads or Lending Tree, and many, many, others.

Another effective and popular method for agents is to place ads on social media. Thisgenerates a large amounts of leads, and Wise Agent captures them seamlessly. Moretraditional leads coming from walk-in’s, open houses, and floor calls can also be organizedeasily.

The important thing to know is that it really doesn’t matter where your leads are coming from,Wise Agent has a way of getting all leads to automatically show up in your CRM. There are a


https://www.realtor.com/

https://www.zillow.com/

https://www.listingstoleads.com/

https://www.lendingtree.com/


few different methods used, from following an API to parsing the leads in, and the Wise Agentcustomer support team will be standing by to help get your leads set up to flow in seamlessly.

Wise Agent’s real estate transactionmanagement software is another majorpiece of the puzzle that we have includedin this all-in-one CRM system forRealtors.

Using the lead management system and ourother business tools will lead to growth inyour business, therefore increasing thenumber of transactions that need to beorganized and managed.

Wise Agent makes it simple to customizea buyer or listing template, which can beturned into a real estate transaction management checklist for each new buyer or seller.

Every transaction will be associated with a well thought out checklist that guides you throughthe entire transaction and records every action, from the very beginning to a successful closing.

Realtors love that our real estate transaction management checklists show all the informationon one single page.

Simply scroll down to see the critical datelist, each task that needs to be completedwith due dates, information for every personor company that has a role in thetransaction, unlimited document storage, anddate and time stamped notes.

Transaction Management System


Wise Agent is integrated with DocuSign toeasily save digitally signed real estate forms.The Transaction Hot List will appear on thehomepage with fast, one-click access to each current transaction.

Our real estate transaction management system is also very team friendly, helpingbrokers and team leaders monitor the progress of each sale.

When discussing real estate lead generationsoftware, the topic of landing pages alwayscomes up, as landing pages for real estateplay a major role in capturing leads.

A landing page can be any webpage thatwas designed for a single purpose which avisitor may “land” on.

In Wise Agent, some examples of landingpages we see often would be single propertywebsites, pages designed for a marketingcall-to-action ad, and Open House sign insheets.

Wise Agent offers a very powerful landing page platform with many easy to customizereal estate landing page templates to get you started.

You may choose your own domains for your landing pages, or use one that is assigned. Pagesare ready to be used anywhere on the internet within minutes.

Landing Pages


Directly under the Recent Leads box on topleft of homepage you will find the Call List.

We put it right on the top because makingyour phone calls is such a critical part ofgrowing your real estate business. WiseAgent’s Call List is designed to workgreat for teams or individuals.

Upon logging in, you are immediately able tosee everyone you need to call today.

To the right of each contact is a phone iconthat will open a modal with the contact’s information.

Before making your calls, you can easily view past notes - ensuring you are fresh on your lastinteraction, and what the goal of this call will be.

It is then very easy to add notes about your call and schedule the next follow up call.

The Call List also features reports that show how many calls were assigned to eachteam member and how many were actually completed.

For those doing mass calls we have partnered with Mojo auto dialer system, providing aseamless integration for our members.

“If it’s not on your scheduleit doesn’t exist.”

Call List

Calendar

https://www.mojosells.com/


Wise Agent offers a very powerful and easy-to-use real estate team friendly day plannerthat syncs perfectly with your mobile devicevia Google Calendar.

While it has all the basic functions of mostonline calendars, many members love thefact that they can associate appointmentswith contacts and vendors and the systemwill automatically add notes to theappropriate contacts.

You can also attach files, like questionnaires or agendas, to calendar events, which is a veryunique feature that many members enjoy using.

The Wise Agent day planner sends out thousands of text and email alerts each day to helpRealtors stay on time and never miss an appointment.

It is also very easy to see calendar reports that show how many appointments each teammember is scheduling and completing.

“Wise Agent offers a smart, team-friendly,task list that is simple to use yet packedwith features.”

Not only can you label each task with anestimated time needed and set a priority, butyou can also send text and email alerts to

Task List / To Do List

https://www.google.com/calendar


multiple team members.

Wise Agent’s task list works seamlessly withour real estate transaction managementsoftware for those Realtors who prefer tohave tasks from transactions show up on thetask list at given times.

Every task can be associated with a contact which will automatically add to their contact notes.It is very easy to search and find past due, today’s, and future tasks, or filter by team memberor by associated transaction checklist.

Many members compliment the fact that Wise Agent’s task list also gives you the abilityto pull task list reports, making it easy to see how many tasks each team member hasassigned compared to the number of completed tasks.

Regardless of whether your real estate leadsare coming from landing pages you createdon Wise Agent or any other lead source, themost recent leads will always show on yourWise Agent home page at the top left to alertyou as soon as you login.

Recent Leads


This is just another way that Wise Agent’s real estate lead management program will help tokeep your leads from slipping through the cracks.

Wise Agent includes a very intelligent lead-nurturing real estate drip marketingautomation system.

Once again, Wise Agent makes it easy tostart as we offer many pre-written realestate email marketing stock templatesthat can be customized within minutes.

If you are in need of real estate dripcampaign ideas, just take a look through ourstock programs. You may choose the number of events and decide how many days in betweeneach event.

Both short term or long term real estate drip campaigns can be created and ready to go inminutes.

Drip Campaigns


Wise Agent real estate email drip campaigns are also built into the Lead Management systemso that new leads can automatically be added to your drip marketing programs based on thesource of each lead.

Drip marketing campaign reports are also available.

Included with each Wise Agent account is areal estate letters library to use in all thedifferent situations you encounter.

There is an extensive list of stock real estateletters that can be edited and saved as yourown.

The letter manager also includes an address label tool, or you have the option of printing theaddress right on the envelope.

All letters are designed for snail mail, email, or can be used to create a drip campaign. Ifyou are using the Dave Beson Letter Writer series action plans, you will be happy toknow that we have integrated Dave's letters to make them easy to send using Wise

Letters

http://davebesonseminars.com/letterwriter-products/


Agent CRM tools.

Drip marketing campaign reports are also available.

Many Wise Agent members have beenquoted saying this one feature is worth theprice of the product.

In less than a minute the newsletter can beemailed to your entire client database.

You also have the option of using the realestate newsletter templates to create your own custom newsletters. You can edit anypart of the monthly stock newsletters or add pages to them.

Many Wise Agent members add their current listings to the monthly real estate emailnewsletters, too.

Wise Agent’s real estate marketing newsletters are also printable if needed.

For those that would rather have branded newsletters printed and mailed directly to yourclients’ and prospects’ homes each month automatically, Wise Agent has you covered. Wepartnered with Market Connections for this purpose; they have beautiful branded newslettersthat go out in a see-through envelope showing your branding on both sides for a big impact.

Real Estate Newsletters

http://www.marketconnections.com/


Real Estate Flyers When you think of real estate agent marketingtools, one of the originals and still most used is real estate flyers.

Choose the style of flyer you want and walk through the step-by-step guide to create your own flyers.

Wise Agent has been referred to as thebest real estate marketing CRM often inreviews, and a major part of that is ourpowerful email system that allows you tosend personalized mass email to yourdatabase or a scheduled email to anindividual contact.

There are many real estate email marketingtemplates for real estate agents available tohelp spice up your emails and give you marketing ideas when you know you need to sendsomething but can’t think of what to send.

Additionally, we have included an integration with YouTube to make it easy for you to sendyour videos by email.

Real Estate Flyers

Email


Wise Agent also has an API integration with both MailChimp and Constant Contact if you preferto send mass mail through either of their platforms.

There are many powerful real estate emailsignature templates available to choosefrom, or you can copy and paste yourpersonal email signature from anothersystem.

You can also easily make one from scratch.Another bonus is the fact that you can createand save as many real estate email signatures as needed, for yourself or your team members.

Adding the ability to send text messagesthough the CRM has been a game-changerfor many Realtors using Wise Agent.

Email Branding

Wise SMS Text


With Wise Agent you can now set up an autoresponse text that will send an automated text message response immediately to all new realestate leads as they come in. You can also use Wise Text for mass text messaging if you needto send a bulk text message blast to a group.

Artificial Intelligence is here and willcontinue to be integrated more and moreinto CRM’s.

Wise Agent CRM includes a social mediaenhancement that will search andimmediately return any social mediaprofile information including an imagethat is found using the contacts emailaddress.

This enhancement will happen automaticallyfor all new leads being added to Wise Agent.

Many times, a new lead will come in as a partial lead with no information other than an emailaddress. Within seconds, Wise Agent is able to add a picture, first name, last name, company,job title, city, state, and provide links to the social media networks the lead email is connectedwith.

Social Media Enhancements


Wise Agent CRM makes it easy tomanage your business from anywherewith our mobile web app.

The user-friendly interface makes it easy toview, add, and update your CRM with just aswipe of your finger.

Wise Agent app will work on any mobiledevice simply by opening a browser and going to www.wiseagent.com.

There is also a link on the mobile app to the standard site for anything not covered in the app.Wise Agent has been designed to be responsive so the entire system can be worked on from amobile device.

Track the number of calls, tasks, orappointments your team is scheduling vs.completing.

Mobile Web App

Real Estate Reports

http://wiseagent.com/


See which lead sources are are convertingbest, and how many leads are coming infrom each source.

Email reports will allow you to see delivery reports including the number of opens.There are also SMS text reports available.

With many Realtors organizing every part oftheir real estate business in Wise Agent,they end up spending a lot of time in our realestate CRM.

Several agents suggested that it would benice if they could have access to the latestreal estate blogs from within their real estateCRM software.

We listen to our members, and now youcan pull in and view any RSS blog feedsyou like to read right into your WiseAgent dashboard.

This can be used as an awesome real estate marketing tool too, because you can also pulldaily blogs your clients may find valuable. Providing real value in your communications with

Real Estate News


contacts will help set you apart as the expert for all their real estate needs.

Many are saying Wise Agent is the best realestate CRM in 2018, and one reason isbecause so many are moving away frombeing a single agent and towards forming ateam.

Wise Agent was built for a single agent touse, but has now become one of the topCRM’s for real estate teams because it is soteam-friendly and works with teamsstructured many different ways.

There is no limit to the number of team members that can be added, and you have theability to turn on permissions for anyone on your team. With this model, the team leadercan decide what each team member can see or do within the CRM, and give each teammember limited access based on their needs.

Team Friendly CRM

Team Notifcations


Wise Agent is very team-friendly and works for teams that arestructured many different ways.

You may link one Wise Agent account to as many other accountsas needed, making it very easy to share events and contacts toother accounts, while also notifying the receiver.

Regardless of how your real estate team is structured, WiseAgent’s team friendly CRM will work for you.

As the team leader or account owner you can decide whateach person's experience will be when they login to WiseAgent.

While your assistant may be able to see and do everything, you may decide to setpermissions for your buyers agent that allows them only to see their own leads,calendar, and tasks.

There are many different team permissions available for you to determine exactly what eachperson on your team has access to.

Many Realtors have done very well focusing their marketing andbusiness-building efforts on referrals.

Team Permissions

Referral Tree


Now it is easy to see how many leads each contact has referred toyou, how many of those leads have referred someone else to you, and so on.

Another way that Wise Agent CRM sets itselfapart from the competition is our long historyof deep partnerships with other toptechnology companies.

We understand that there are many othertechnology systems you use for yoursuccess and anytime it makes sense, wewant you to be able to access and usethat other technology in one place - yourCRM.

For instance, from a contact summary page,with one click you can send a beautiful CMA from our integrated partner Cloud CMA withoutever leaving Wise Agent. We are proud to have a deep integration partnership with zipForm®Plus and many other tech companies you will recognize.

Several of our Realtor CRM systems competitors use a 3rd party app named Zapier to claimthey are integrated with many other services.

While Wise Agent is integrated with Zapier, we feel it should only be used as a last resort whenit isn’t possible to have a direct integration without a 3rd party in the mix.

Integrated Partners

http://blog.thewiseagent.com/wise-agent-crm-now-integrated-zipform-plus/

http://blog.thewiseagent.com/wise-agent-crm-now-integrated-zipform-plus/


Many real estate agents are looking for a real estate CRM that integrates with Google andGmail and they finally find what they want when they try Wise Agent. Here is a list of the mostpopular integrated partners.

Another big part of integrating with technology partners around theindustry is making it easy for the end-user to connect both softwaresystems together without a big hassle.

Wise Agent CRM has a page called the Integration Menu fromwhich our members can easily sync their CRM with GoogleCalendar, Google Contacts, Twitter, Gmail etc. in a few seconds.

Wise Agent CRM is proud to have a deepAPI integration with Twitter.

Many Realtors have found that using twitterfor business can really be a powerful tool.

This integration can be found at the bottomof each Contact Summary page.

Integrations Menu

Twitter Feed Reader

http://wiseagent.com/partners.asp#partners


As soon as a new lead comes in the nameand email are cross-referenced in Twitter. Ifwe find a match, it is immediately linked toyour Wise Agent account.

With a very large portion of real estateagents using Gmail, it only made sense tospend some time integrating Gmailconversations into Wise Agent.

Once activated it allows you to see allgmail conversations, even from the past,on your contact summary page.

Not only can you view email strings but theintegration also makes it easy topermanently save an email conversation toyour contact notes. If the email includes anattachment, you can save it to your Wise Agent unlimited document storage with a click.

Gmail Conversations


By far one of our favorite and most used addons is the WordPress Lead Capture Forms.

This one is a big time saver!

Once installed it adds an “Add to WiseAgent” button at the top of your Gmail.

Now, anytime you get an email fromanyone that should be in your CRM, youcan simply click the button and easilyadd the contact with their importantinformation to Wise Agent without everleaving your Gmail.

For those of you using WordPress that wouldlike to add lead capture forms to any of yourWordPress pages, we have you covered too.

Wise Agent has a very easy-to-use LeadCapture WordPress Plugin that can be usedon your WordPress site.

Most of the lead generation systems outtoday direct the leads to a landing page to

Chrome Gmail Extension

WordPress Lead Capture Forms

http://blog.thewiseagent.com/wise-agents-new-wordpress-plugin-makes-it-easy-to-capture-leads/

http://blog.thewiseagent.com/wise-agents-new-wordpress-plugin-makes-it-easy-to-capture-leads/


capture the lead information.

Real estate lead capture landing pageshave become very necessary when marketing, but many real estate agents have hadstruggles trying to create landing pages and set them up to communicate with a CRM.

In Wise Agent CRM there is also aconvenient real estate property list whereyou can keep all the details of anyproperties you work on.

You can store all the information about aproperty as well as keep detailed propertynotes. It also allows you to create propertycategories to help you stay organized.

There is also a real estate slideshow makeron the property page that will create a

Property List


slideshow that is easy to use and link to assoon as you add multiple property pictures.

Do you need a place to organize and track your real estatelockboxes?

Wise Agent includes a simple real estate lockbox list thatmakes it easy to track every serial number, shackle code, andlocation of each lockbox you own.

There is even a page in Wise Agent that has common real estatecalculators in English & Spanish.

You will find an amortization calculator, debt consolidationcalculator, early payoff calculator, home affordabilitycalculator, and a refinance home savings calculator.

Lockbox List

Real Estate Calculators

Send vCards


Do you like to share contacts’ information by sending a vCard?

To track your real estate resources in one place, there is a realestate website link page that has many real estate agent resourcesalready listed for you to access.

Real Estate continuing education requirements make it mandatoryfor all Realtors to continually take classes and keep up to date withour fast moving-industry.

In Wise Agent there is a place to track what classes you needwith due dates, and record details on each class you take withcompleted dates so you never have to cram at the last minuteto maintain your license.

Links

Education Tracking


There is a lightweight real estate business expense tracker andmileage tracker available in Wise Agent to help with youraccounting.

You can track expenses and mileage and pull a tax report ormileage report at anytime.

Take a few minutes when you are getting started to go through allthe settings and customize your CRM experience.

Wise Agent CRM has always set itself apart from the crowd byoffering the best customer support in the entire real estate industry.

Wise Agent is the only company in the industry with 24 hoursupport that includes weekends and holidays.

Wise Agent does not outsource support, so anytime our membersneed help, one of our award-winning support team members will be standing by!

Accounting Tax Help

Settings

Customer Support


Wise Agent CRM helps Realtors make more Money,and save Time by automating their leads, responses,appointments, and transactions.

Our Story

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Complete Overview of Wise Agent [Best Real Estate CRM 2018] · Best Real Estate CRM 2018 [Complete...

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